From Pastel Xpress or Partner, it is possible to email invoices or statements to customers directly, either in PDF format [the default] or HTML.
Please note the following conditions must be met:
- For Windows 8, 8.1, 10 you can use Windows Live Mail (replaced Outlook Express), Microsoft Outlook or Thunderbird.
- For Windows 7 you can use Windows Live Mail (replaced Outlook Express) or Microsoft Outlook, Thunderbird.
- For Windows Vista and Windows 7, you must be running Pastel 2009 Build 10.2.4 or newer
- For Windows XP, the facility will only work with Microsoft Outlook or Outlook Express
To do this, first, make sure to capture each customer’s email address into Sage Pastel.
Go to Edit>Customers>Accounts and then insert the email address in the appropriate field under the General tab and save.
Make sure the mail software that you use is set as the default mail software under your operating system
Go to View>Customers>Print Document>Tax Invoice. Then change Print to, select “Email” and continue as usual, your software may ask if you want to continue to give access, click Yes
Go to the Processing tab for each customer and, at the bottom right-hand corner, where it says “Statements” and then “Printing”, select the option “Print and Email Statement” or “Email Statement”.
Finally, to actually email the Statements, go to View>Customers>Monthly/Periodic>Statements. Then change Output Option to “Email as per Customer File” and click on OK. On the next screen, ensure that “Email Settings” is activated and then select either HTML or PDF. Then click on OK, and your emails will be placed into the Outbox of your mail client.
Pastel complies with SARS regulations regarding electronic documents. PDF invoices are encrypted with 128-bit technology and have the words “Computer Generated Document” printed on the invoices.
How do I disable the Outlook warning message when emailing out of Pastel?
It is possible to do this by disabling some security features but you are possibly opening yourself up to greater malware risk. Rather try the other solutions first rather than changing the Outlook Security Settings
For Outlook 2000, 2002, 2003
Download Express ClickYes from here – it will run in the background and auto-clicks the “click yes” routine in a flash!
Once you have installed ClickYes, you will see it in your system tray. Right-click on the icon and make sure that only the “Start on Logon” option is ticked.
For Outlook 2007, 2010, 2013, 2016
Express ClickYes won’t work but if you don’t mind paying download ClickYes Pro 2010 from here, it has a 30 trial period, costs $20 for personal & $40 for commercial use.
You can download vbMapi here, free for personal use, I’m not sure how to set this up.
To get Outlook working on 64-bit Windows
If you are using a 64-bit version of Windows, this is the solution. Not which version this will work up until.
Works for Partner 12.1.6
- Make sure Pastel is closed
- Either browse your Pastel CD/DVD x:\Util\Outlook 64-bit\ copy NewMail.dll paste it into c:\Program Files (x86)\Common Files\Softline Pastel\ – you’ll be asked if you want to replace the existing file, select yes.
- or download the file from my OneDrive or Dropbox account here [Close the pop-up asking you to register with the X in the top right corner.].
- Now you need to register the DLL file by clicking on Start then Run, and type in
regsvr32 “C:\Program Files (x86)\Common Files\Softline Pastel\NewMail.dll”
You can unregister with the /u switch after the command.
You should get a message confirming success.
If this fails, please ensure that you are logged in as a Windows administrator or alternatively, enter the command from an elevated Command Prompt.